Depending on your Admin’s configuration of Project Management in Veeva Claims Vaults, you may have options for creating Local Adaptations from a Project:

Depending on your Admin’s configuration, object, field, and section labels may appear differently than the labels mentioned in this article.

Selectively Creating Local Adaptations

Vault generates one (1) Local Adaptation for each specified combination of Claim and Country, provided the combination of Claim and Country does not already exist as a Local Adaptation in your Vault. This user action is available only if the Project has at least one (1) Claim record and one (1) Country record added to the Project.

Using the Generate Local Adaptations Dialog

The Generate Local Adaptations dialog opens after you select the Create Selective Local Adaptations action and allows you to select which Claims to create as Local Adaptations for specified Countries. All Countries added to the Project are available in the Country filter on the Generate Local Adaptations dialog, with All Countries as the default option when the dialog opens.

In the dialog, you can do the following:

  • Select the Claims for which you want to create Local Adaptations for all Countries on the Project.
  • Use the Country filter to filter on a specific Country and then select the Claims for which you want to create Local Adaptations for that specific Country. You can repeat this process for every Country. Depending on your Admin’s configuration, Claims available for selection may be limited to particular lifecycle states.

Claims you select for a specific Country remain selected when you select and view another Country from the Country filter. The number of records selected in the counter displays the records selected for the current Country.

The columns on the Generate Local Adaptations dialog are object fields on the Claim object and are configured by your Admin. You can use the search box to search for text values in any of the columns in the current view except for Object and Component field types. If you change the Country filter, the search results are cleared.

Generate Local Adaptations Dialog

How to Create Selective Local Adaptations

To selectively create Local Adaptations from a Project:

  1. From the Projects tab, select the Project from which you want to generate Local Adaptations.
  2. From the All Actions menu, select Create Selective Local Adaptations.
  3. Do one (1) of the following:
    • To create Local Adaptations for all Countries, select the appropriate Claims while All Countries displays in the Country filter.
    • To create Local Adaptations for specific Countries, select the Country for which you want to create Local Adaptations and then select the appropriate Claims. Repeat this step for each Country for which you want to create Local Adaptations.
  4. When you are finished, click Continue.

After receiving a notification that the Local Adaptations have been created, expand the Local Adaptations section to view the generated Local Adaptations.

Creating All Local Adaptations

Vault generates one (1) Local Adaptation for each combination of Claim and Country, provided the combination of Claim and Country does not already exist as a Local Adaptation in your Vault.

To create Local Adaptations from a Project:

  1. From the Projects tab, select the Project from which you want to generate Local Adaptations.
  2. Ensure you have added Claims to the Project.
  3. Expand the Countries section, and then click Add.
  4. Select the appropriate countries, and then click OK.
  5. From the All Actions menu, select Bulk Create Local Adaptations (Project).
  6. After receiving a notification that the Local Adaptations have been created, expand the Local Adaptations section to view the generated Local Adaptations.

Auto-Populating Statement Translations for Local Adaptations

After you have created Local Adaptations, you can automatically populate Statement translations for the Local Adaptations. See Working with Local Adaptations for more details.